Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$294K Sell
1,093
-202
-16% -$54.3K 0.02% 522
2023
Q3
$325K Sell
1,295
-255
-16% -$63.9K 0.03% 457
2023
Q2
$383K Sell
1,550
-1,027
-40% -$254K 0.03% 430
2023
Q1
$550K Sell
2,577
-2,140
-45% -$457K 0.06% 323
2022
Q4
$1.06M Buy
+4,717
New +$1.06M 0.17% 134